Institutional Ownership Invesco Indx Tr (BSJR)
This table provides information about the institutional ownership of Invesco Indx Tr (BSJR). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 7.46 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
8,242
shares
|
$184,455
0.01% of portfolio
|
Q3 2024
Added 110.47%
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
5,164
shares
|
$115,570
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
4,485
shares
|
$100,374
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,412
shares
|
$98,740
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
3,705
shares
|
$82,917
0.06% of portfolio
|
Q2 2024
Added 74.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,501
shares
|
$78,352
0.0% of portfolio
|
Q3 2024
Added 2572.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,290
shares
|
$51,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,152
shares
|
$48,161
0.0% of portfolio
|
Q2 2024
Added 29.95%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,032
shares
|
$45,476
0.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,798
shares
|
$40,239
0.04% of portfolio
|
Q4 2023
Added 223.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,356
shares
|
$30,347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
915
shares
|
$20,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
468
shares
|
$10,473
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
441
shares
|
$9,869
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
441
shares
|
$9,869
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
393
shares
|
$8,795
0.0% of portfolio
|
Q1 2024
Reduced 78.09%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
290
shares
|
$6,490
0.0% of portfolio
|
Q1 2020
Added 2495.17%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
274
shares
|
$6,132
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
188
shares
|
$4,207
0.0% of portfolio
|
Q3 2024
Reduced 97.97%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
134
shares
|
$2,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
27
shares
|
$604
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10
shares
|
$223
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|